Atria Wealth Solutions’s Black Hills Corp BKH Stock Holding History

Atria Wealth Solutions’s Portfolio BKH Stock Details BKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Sell	4,775 -1,046	-18%	-$61.3K	0.01%	1214
2025 Q1	$353K	Sell	5,821 -1,318	-18%	-$78K	﹤0.01%	1385
2024 Q4	$418K	Sell	7,139 -6,986	-49%	-$425K	﹤0.01%	1363
2024 Q3	$863K	Buy	14,125 +3,541	+33%	+$206K	0.01%	967
2024 Q2	$576K	Sell	10,584 -4,412	-29%	-$240K	0.01%	1169
2024 Q1	$819K	Buy	14,996 +826	+6%	+$43.3K	0.01%	1003
2023 Q4	$764K	Buy	14,170 +7,499	+112%	+$385K	0.01%	995
2023 Q3	$337K	Buy	+6,671	New	+$379K	﹤0.01%	1343

Other funds holding BKH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return